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Internal Applications Request Form

Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.

Status Needs more information
Enhancement, Defect/Bug Enhancement Request
Created by Mike Sammon
Created on Mar 13, 2023

I would like to be able to create cases for team members to be able to submit changes to client accounts that affect sales compensation

Currently, the process of determining/sending compensation for certain items is done "in tribe", with no vetting outside of one person who just happens to take the email or call. It has resulted in almost 130,000$ in erroneous margin paid out this year that we can tell. With a list view and details, a SME can quickly and accurately approve/reject the requests, track them and create a file for sales comp vs one off submissions.

Impact - Which group does this impact? Account Management
Delivery Date Jun 1, 2023
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